FCC

Before all ITEXPO events I do a final proofread of the show directory and this one may be the biggest ever at 132 pages with tabs (just doing our part to support the economy). We will post a PDF version soon so you can see what’s in it but until then, here are some highlights that caught my eye:

Keynotes & ExhibitsTuesday, September 13th at 9:15 AM we have Ian Pennell from Cisco and at 4:30 PM-5:30 PM we have keynotes from Siemens and IBM followed by a Grand Opening Networking Reception sponsored by Interact from 5:30-7:30.

Wednesday, September 14th at 10:00 AM – 11:00 AM we have keynotes from Polycom and DHL followed by exhibits from 11:00 AM- 4:00 PM. Then at 4:00 PM there is a Cocktail reception sponsored by Rackspace Hosting and at 4:45 you could win a pair of mountain bikes from Mellow Johnny's Bike Shop - an Austin Institution ( I am told).

Wait a minute. The common wisdom in the wireless world is that WiMAX lost the war to LTE. But with the news that the standard has passed 20 million subscribers, is it time to rethink that premise? The answer is that in many cases incumbent providers have opted for LTE as their 4G standard of choice and as a result, WiMAX is going to remain somewhat nichy.

In 1997 when TMC announced the launch of Internet Telephony Magazine – the world’s first publication on IP communications I met with dozens of skeptics who told me emphatically that the technology was a hobbyist toy and not something you make a magazine out of. People at the COMDEX event I attended were sure it wasn’t the birth of a new industry. Fast forward about 15 years and now because of VoIP and wireless (which when 4G goes mainstream will also be VoIP-based) – not to mention social networking, there is serious talk about killing the traditional circuit-switched telephone network or PSTN by 2018!

This is huge news and the ramifications are massive – not only for investors but for companies in the telecom and datacom spaces looking to figure out how to navigate a changing telecom landscape.

At the recent SpeechTek 2011 conference in New York I gained some great insight into the state of speech technology. For example, Jeff Schlueter of Nexidia told me his company’s speech analytics solutions have been in greater demand in this current economy as the desire to control costs has led to increased adoption of speech analytics. In addition, the company has released version 9.0 of its Enterprise Speech Intelligence product suite which cuts the TCO in half and allowing for customers to handle even larger amounts of data.

Last week I spent time at the Sprint Telehealth and M2M Event which they call Emerging Trends and Solutions in Telehealth, Remote Patient Monitoring and Wellness Forum. It was an intimate event but full of partners like Digi and many others who were thrilled to show off their solutions which work in-part with Sprint's networks. BTW - for those of you who go back to the UNIX days of dumb terminals - you may remember DIGI used to be a player in the space of allowing many terminals to attach to a PC-based UNIX system. Yes, we are talking pre-Linux here - in the late eighties/early nineties.

The mood was upbeat and positive, this part of Sprint's business is doing well and a wave of partners are enthusiastic about the future of telehealth, telemedicine and the machine-to-machine (m2m) markets.

AT&T has done an incredible job of getting special interest group after group to endorse its merger with T-Mobile, saying it will provide better broadband access for minorities, rural subscribers and just about any group of people you can think of. The broader gay community too has endorsed the merger - apparently transgender-Americans have been hoping for the day when there was one less GSM provider to choose from.

Here is how the system works - AT&T has hundreds of thousands of workers and inevitably large numbers of them in myriad groups. This in turn coupled with large contributions to various organizations and associations is rewarded with the reciprocal endorsing of anything AT&T requests.

To help grease the wheels even further, AT&T has further upped its lobbying budget by 58% according to PC Magazine.

AT&T is doing the smart thing by getting rid of its sole GSM provider allowing it better negotiating leverage in its roaming agreements with foreign carriers and gaining the ability to raise rates with one less major competitor to depress market pricing. It will also gain more leverage when negotiating with hardware and software companies.

An anti-merger video by the Free Press Action Fund

If the US government blocks the deal it will be because the remaining major companies AT&T and Verizon will have so much share that they are effectively a duopoly at about 80% - allowing them to raise prices at will.

Again, if you are an AT&T or Verizon shareholder, you likely want this merger to happen and AT&T is serving its short-term shareholders well by seeking this transaction.

But the challenge I see is that with one less major telecom carrier in the US it becomes that much more difficult for innovative start-ups to launch, get funding and hold their breath long enough for a carrier to buy from them.

Recently I spent some time in Dallas doing video interviews with companies in the Dallas, Texas area and during the course of the discussions I was able to get a sense of where the markets have been and are going. The vast range of different opinions really comes together into a few themes.

They are simply that wages and turnover rates in India are skyrocketing meaning some jobs may be headed back to the US. This is offset by an interview with King White of the Site Selection Group - an organization which helps companies decide which countries and states they should locate in. He tells us that states with higher taxes are less attractive and subsequently deter companies from opening there.

Based on the constant media coverage you should all be aware that reporters at a now shuttered News Corp. newspaper broke into voicemail accounts in order to get scoops. News Corp is certainly center-right in its reporting - depending on which brand of course. And it is also a very successful company with products like Fox News being monsters in terms of viewership.

But journalists are generally liberal and before you dispute my assertion, please recognize I hire and work with them for a living and as such, media outlets across the world have gone out of their way to focus on what isn't such a huge story.

Earlier this year I came across Thrutu from Metaswitch newtorks - an application development platform allowing carriers to leverage rich social features and provide them as services to customers. In short, this is the exact sort of solution wireless phone companies need to try to keep their customers engaged and more importantly paying them.

Of even greater importance for service providers is being able to ensure that the contact database doesn't continue to get moved from the carrier cloud to the social cloud. By that I mean, consumers are relying more and more on Facebook and Twitter as their contact database making the carrier and the phones they sell less important.

Thrutu brings social features such as location, contact and photo sharing as well as prodding via a remote vibration (like Facebook's poke) and more via an API which developers can use to do much more.

I saw a demo of it working on Android phones and was impressed and as of this moment the company has released an iPhone version as well. As you may have guessed, you will be better off using such a service on a network voice and data can be shared such as GSM or in an area where there is WiFi and 3G/cellular.

Of course the question you have to ask is whether it is too late for carriers to basically reinvent social networks which are already dominated by the web giants we all know (and many love).

The studies go back and forth and a few weeks ago the World Health Organization or WHO said there was an increased cancer risk as a result of cell phone use. Now, another study says the opposite is true.

The professor and his team analyzed data from thirteen countries going back 10-20 years.

We live in a world full of radio signals - a typical tech trade show for example could have dozens if not hundreds of WiFi access points. Add to that satellite, FM and myriad other radio signals coursing through our bodies at all times and you have to wonder if the addition of one more radio emitter near our heads will have any major effect on our likelihood of getting cancer.